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Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
1401
WFA of San Diego
California
$28.5K – – –
TCM
1402
TruNorth Capital Management
Michigan
$28.1K – – –
Bank Julius Baer & Co
1403
Bank Julius Baer & Co
Switzerland
$28K -$1.67K -146 -6%
AFG
1404
Albion Financial Group
Utah
$27.5K -$2.29K -200 -7%
FG
1405
Fairman Group
Pennsylvania
$27.3K +$23 +2 +0.1%
HIIFS
1406
Harel Insurance Investments & Financial Services
Israel
$27K -$3.42K -299 -10%
NCM
1407
Northwest Capital Management
Oregon
$27K – – –
CTA
1408
Colonial Trust Advisors
South Carolina
$27K -$1.95K -170 -6%
BWAM
1409
Boyd Watterson Asset Management
Ohio
$26.5K -$1.74K -152 -6%
PA
1410
PSI Advisors
Florida
$26K +$1.2K +105 +4%
HWM
1411
Hemington Wealth Management
Virginia
$26K +$29.3K +2,561 New
MAM
1412
Meeder Asset Management
Ohio
$25.9K -$14.1K -1,231 -33%
AWM
1413
Activest Wealth Management
Florida
$25.8K – – –
KB
1414
Kimelman & Baird
New York
$24.9K – – –
BFS
1415
Burkett Financial Services
South Carolina
$24.9K -$17.2K -1,505 -39%
CFO
1416
CVA Family Office
Colorado
$24.8K -$11.7K -1,019 -30%
MCM
1417
Manchester Capital Management
Vermont
$24.8K -$2.55K -223 -9%
PBK
1418
Peoples Bank (Kansas)
Kansas
$24.4K – – –
CTWM
1419
Cherry Tree Wealth Management
Minnesota
$23.9K – – –
NIC
1420
Northwest Investment Counselors
Oregon
$23.5K +$25.4K +2,221 New
RI
1421
Ridgewood Investments
New Jersey
$23.2K – – –
EC
1422
Elequin Capital
New York
$22.8K +$24.7K +2,159 New
NL
1423
NVWM LLC
Pennsylvania
$22.1K -$1.58K -138 -6%
CHC
1424
City Holding Co
West Virginia
$22.1K – – –
VCM
1425
Versant Capital Management
Arizona
$21.9K -$7.38K -645 -24%